Institutional Ownership Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
24,367,024
shares
|
$1.24 Billion
2.79% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Legacy Wealth Management, Inc
|
Apr 12, 2024 Q1 2024 |
3,683,412
shares
|
$187 Million
13.76% of portfolio
|
Q1 2024
Reduced 57.24%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2024 Q1 2024 |
1,876,270
shares
|
$95.3 Million
22.84% of portfolio
|
Q1 2024
Added 126.78%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
1,246,826
shares
|
$63.3 Million
5.85% of portfolio
|
Q4 2023
Added 1.73%
|
|
|
Waddell & Associates, LLC
|
May 08, 2024 Q1 2024 |
949,876
shares
|
$48.3 Million
6.56% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$14.6 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
254,980
shares
|
$13 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
133,934
shares
|
$6.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 48.44%
|
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
112,351
shares
|
$5.71 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
102,401
shares
|
$5.2 Million
0.01% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
96,958
shares
|
$4.93 Million
0.99% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
85,166
shares
|
$4.33 Million
0.06% of portfolio
|
Q1 2024
Added 889.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
67,797
shares
|
$3.44 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
67,780
shares
|
$3.44 Million
0.0% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
63,000
shares
|
$3.2 Million
0.01% of portfolio
|
Q1 2024
Added 145.14%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$3.12 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Schwab Charitable Fund
|
May 08, 2024 Q1 2024 |
60,144
shares
|
$3.06 Million
5.6% of portfolio
|
Q2 2022
Added 4.29%
|
|
|
Parkside Advisors LLC
|
Apr 10, 2024 Q1 2024 |
60,064
shares
|
$3.05 Million
0.78% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
56,855
shares
|
$2.89 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
53,117
shares
|
$2.7 Million
1.2% of portfolio
|
Q1 2024
Added 16.94%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
47,220
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
42,445
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2024
Added 18.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
38,773
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2024
Added 18.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
36,292
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
35,825
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2024
Added 578.25%
|
|